How to Create Contracts in the SMS (TAS)

How to Create Contracts in the SMS (TAS)

Idea
Overview
In this tutorial, we'll guide you through the steps to create contracts for your funded programs in the SMS.

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Notes
Step Tutorial
1. From the Dashboard, go to Finance, then Contracts, then another Contracts. Click on the "New" button.



2. Add the required information:
  1. Contract ID – Input your Contract ID.
  2. Active – Toggle this setting to make the contract available.
  3. Name – Type in the Contract Name.
  4. Description – Provide a description of the contract to help all users easily identify it.
  5. State – Select TAS from the dropdown menu.
  6. Populate Contract ID to Purchasing Contract Identifier – Set to Yes.
  7. Commencement Date – Select the commencement date using the date picker.
  8. End Date – Select the contract end date using the date picker.
  9. Funding Cap Amount – Enter the funding cap amount for your contract.
  10. Schedules – Click the Schedules dropdown to select all available schedules for this contract. NOTE: If there are no schedules available in the options, check whether you have created schedules for that state and ensure they are active.
  11. Funding Source – Click the Funding Source dropdown field to select all applicable funding sources for this contract. NOTE: If you do not see any funding sources in the options, check whether funding sources have been created for that state and ensure they are active.
  12. Loadings – Select the applicable loadings in the Loadings section. You can choose multiple loadings for each contract.
Once done, click the “Save” button.



3. A prompt confirming the successful creation of the contract will appear. Click "OK" to close it.



That's it! You've successfully created your contracts in the SMS. You can view all the created contracts in the Contracts tab data table.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.